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Upturn AI SWOT - About
SPDR® S&P 1500 Momentum Tilt ETF (MMTM)
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Upturn Advisory Summary
04/01/2025: MMTM (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 11.98% | Avg. Invested days 51 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 4538 | Beta 0.99 | 52 Weeks Range 213.17 - 273.71 | Updated Date 04/2/2025 |
52 Weeks Range 213.17 - 273.71 | Updated Date 04/2/2025 |
Upturn AI SWOT
SPDR® S&P 1500 Momentum Tilt ETF
ETF Overview
Overview
The SPDRu00ae S&P 1500 Momentum Tilt ETF (SPMO) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P 1500 Momentum Tilt Index. It focuses on U.S. equities with high momentum characteristics across all market capitalizations.
Reputation and Reliability
State Street Global Advisors (SSGA) is a reputable and established ETF provider with a long track record in the market.
Management Expertise
SSGA has a dedicated team of investment professionals with expertise in quantitative investing and index tracking.
Investment Objective
Goal
To provide investment results that correspond generally to the total return performance of the S&P 1500 Momentum Tilt Index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, attempting to hold all or a substantial portion of the securities in the S&P 1500 Momentum Tilt Index.
Composition Primarily composed of U.S. equities exhibiting high momentum characteristics.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 126700000
Competitors
Key Competitors
- iShares MSCI USA Momentum Factor ETF (MTUM)
- Invesco S&P 500 Momentum ETF (SPMO)
- VictoryShares USAA MSCI USA Value Momentum ETF (UVM)
Competitive Landscape
The momentum ETF market is moderately competitive, with MTUM and SPMO having significantly larger AUM. SPMO offers a broader market cap exposure (S&P 1500) compared to MTUM (MSCI USA Momentum) and SPMO (S&P 500). Advantages could be lower expense ratios or better tracking error compared to the index, while disadvantages could be lower liquidity.
Financial Performance
Historical Performance: Historical performance data requires specific dates to be retrieved. Please consult financial data providers for specific performance metrics.
Benchmark Comparison: Requires specific performance data to compare with the S&P 1500 Momentum Tilt Index.
Expense Ratio: 0.13
Liquidity
Average Trading Volume
The ETF demonstrates moderate liquidity, sufficient for most retail investors.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating efficient trading.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and investor sentiment towards momentum strategies influence the ETF's performance. Sector-specific growth and broader market trends also play a role.
Growth Trajectory
The growth trajectory is dependent on the continued interest in momentum-based investing and the relative performance of the S&P 1500 Momentum Tilt Index.
Moat and Competitive Advantages
Competitive Edge
SPMO's competitive advantage lies in its tracking of the S&P 1500 Momentum Tilt Index, providing exposure to a broader range of U.S. equities than some competitors. SSGA's expertise in index tracking and ETF management also contributes to its competitive edge. The fund focuses on a broad base of stocks that exhibit high relative momentum, giving an advantage in potentially capturing gains across the market, not just the top 500 companies. Lower expense ratios could also act as an advantage.
Risk Analysis
Volatility
The ETF's volatility will be tied to the volatility of the underlying momentum stocks, which can be higher than the broader market.
Market Risk
Specific risks include the risk that momentum strategies may underperform in certain market environments, and the risk that the underlying holdings decline in value.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to U.S. equities with high momentum characteristics across all market capitalizations and a tolerance for moderate volatility.
Market Risk
Suitable for investors with a long-term investment horizon who believe in the persistence of momentum as a factor.
Summary
SPDRu00ae S&P 1500 Momentum Tilt ETF (SPMO) offers targeted exposure to U.S. equities with high momentum characteristics across the S&P 1500 index. Managed by State Street, it aims to replicate the index's performance. It can be more volatile than broader market ETFs. Itu2019s suitable for investors who believe in momentum investing and have a moderate risk tolerance. Investors should consider its expense ratio and historical performance.
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Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA) official website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and after consultation with a qualified financial advisor. Market data can change rapidly.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About SPDR® S&P 1500 Momentum Tilt ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index applies an alternative weighting methodology to the S&P Composite 1500 Index so that stocks with relatively strong momentum are overweight relative to the S&P Composite 1500 Index and stocks with relatively weak momentum are underweight. The fund is non-diversified.
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